Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 60 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$266,0000.0%4,5890.0%0.01%
-6.7%
Q3 2021$266,000
-0.7%
4,5890.0%0.02%0.0%
Q2 2021$268,000
+1.5%
4,5890.0%0.02%
-6.2%
Q1 2021$264,000
-26.3%
4,589
-25.4%
0.02%
-30.4%
Q4 2020$358,000
+1.4%
6,1500.0%0.02%
-8.0%
Q3 2020$353,000
-0.3%
6,1500.0%0.02%
-7.4%
Q2 2020$354,000
+1.7%
6,1500.0%0.03%
-15.6%
Q1 2020$348,000
+8.1%
6,150
+8.8%
0.03%
+39.1%
Q4 2019$322,000
-0.3%
5,6500.0%0.02%
-8.0%
Q3 2019$323,000
+5.2%
5,650
+4.6%
0.02%
+4.2%
Q2 2019$307,000
+1.7%
5,4000.0%0.02%
-4.0%
Q1 2019$302,000
+12.7%
5,400
+10.2%
0.02%
-3.8%
Q4 2018$268,000
+9.4%
4,900
+8.9%
0.03%
+36.8%
Q3 2018$245,000
+8.9%
4,500
+9.8%
0.02%0.0%
Q2 2018$225,0000.0%4,1000.0%0.02%
-5.0%
Q1 2018$225,000
-1.7%
4,1000.0%0.02%
+5.3%
Q4 2017$229,000
+13.4%
4,100
+127.8%
0.02%
+11.8%
Q3 2017$202,000
+0.5%
1,8000.0%0.02%
-5.6%
Q2 2017$201,000
-2.0%
1,8000.0%0.02%
-14.3%
Q3 2016$205,0001,8000.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Whitegate Investment Counselors, Inc. 82,725$4,426,6151.43%
James J. Burns & Company, LLC 99,606$5,3301.37%
NBT BANK N A /NY 169,770$9,084,3931.33%
Israel Discount Bank of New York 26,410$1,413,1991.06%
Conrad Siegel Investment Advisors, Inc. 19,482$1,042,5020.92%
ETFIDEA, LLC 37,315$1,996,7260.87%
Level Financial Advisors 23,200$1,241,4320.74%
MYECFO, LLC 17,390$930,5390.70%
ARROW FINANCIAL CORP 84,139$4,502,2780.59%
ALESCO ADVISORS LLC 253,821$13,581,9620.50%
View complete list of ISHARES TR shareholders